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Truist Financial

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
951
Good Life Advisors
Pennsylvania
$372K -$49.2K -1,566 -13%
MLA
952
My Legacy Advisors
Oregon
$371K +$312K +9,944 New
AAI
953
American Assets Inc
California
$369K – – –
STA
954
Summit Trail Advisors
New York
$369K +$2.13K +68 +0.7%
QWP
955
Quotient Wealth Partners
Texas
$368K +$313K +9,964 New
GWA
956
GGM Wealth Advisors
Maryland
$367K – – –
WA
957
WealthTrust Axiom
Pennsylvania
$367K -$30.8K -980 -9%
SAA
958
Southeast Asset Advisors
Georgia
$361K -$38.5K -1,226 -11%
BA
959
Bristlecone Advisors
Washington
$360K +$14.6K +466 +5%
APG
960
Abacus Planning Group
South Carolina
$360K -$11.5K -367 -4%
CCA
961
Checchi Capital Advisers
California
$359K -$188 -6 -0.1%
NAS
962
Nicolet Advisory Services
Wisconsin
$359K -$133K -4,245 -31%
WCM
963
Winthrop Capital Management
Indiana
$358K +$304K +9,693 New
WBC
964
Westpac Banking Corp
Australia
$356K -$65.9K -2,098 -18%
CIP
965
Convergence Investment Partners
Florida
$354K +$301K +9,588 New
IWM
966
IHT Wealth Management
Illinois
$354K -$74K -2,358 -20%
CCA
967
Cobblestone Capital Advisors
New York
$354K -$22.9K -728 -7%
WI
968
WrapManager Inc
California
$353K -$57.7K -1,838 -16%
TW
969
TritonPoint Wealth
Maryland
$350K +$297K +9,467 New
NRI
970
NFP Retirement Inc
California
$346K +$1.44K +46 +0.5%
KA
971
Kovack Advisors
Florida
$346K +$11.3K +361 +4%
EB
972
Eastern Bank
Massachusetts
$344K -$101K -3,220 -26%
EHC
973
Everett Harris & Co
California
$343K -$1.66K -53 -0.6%
CBFP
974
Cedar Brook Financial Partners
Ohio
$343K +$21.1K +673 +8%
NL
975
NWAM LLC
Washington
$343K +$20.9K +667 +8%